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iShares MSCI USA Min Vol Factor ETF
USMV

Overview Fund Activity

145 hedge funds and large institutions have $1.61B invested in iShares MSCI USA Min Vol Factor ETF in 2014 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 67 increasing their positions, 21 reducing their positions, and 6 closing their positions.

Holders
145
Holders Change
+31
Holders Change %
+27.19%
% of All Funds
3.87%
Holding in Top 10
23
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+64.29%
% of All Funds
0.61%
New
40
Increased
67
Reduced
21
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
State Street
1
State Street
Massachusetts
$168M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$56.6M
3
Bank of America
3
Bank of America
North Carolina
$151M
4
UBS Group
4
UBS Group
Switzerland
$28.6M
5
Ameriprise
5
Ameriprise
Minnesota
$127M

Top Sellers

1
AC
1
Allstate Corporation
Illinois
$28.7M
2
3AM
2
3D Asset Management
Connecticut
$5.9M
3
CFA
3
Carroll Financial Associates
North Carolina
$16.6M
4
SG Americas Securities
4
SG Americas Securities
New York
$4.54M
5
HPBT
5
High Point Bank & Trust
North Carolina
$312K
Name Market Value Shares Shares
Change 		Shares
Change %
BA
76
Boston Advisors
Massachusetts
$1.47M 36,249 -51,225 -59%
BIM
77
BlackRock Investment Management
Delaware
$1.42M 35,013 +9,395 +37%
Deutsche Bank
78
Deutsche Bank
Germany
$1.36M 33,515 +23,285 +228%
AIA
79
AIMZ Investment Advisors
California
$1.33M 32,900 +32,900 New
FT
80
Fiduciary Trust
Massachusetts
$1.26M 31,000 – –
ACM
81
Aviance Capital Management
Florida
$1.13M 27,787 +9,228 +50%
Bank of Nova Scotia
82
Bank of Nova Scotia
Ontario, Canada
$1.11M 26,985 +3,611 +15%
PAG
83
Private Advisor Group
New Jersey
$1.05M 25,984 +11,445 +79%
LI
84
LVZ Inc
Michigan
$1.04M 25,589 -561 -2%
AL
85
Aspiriant LLC
California
$966K 23,854 +23,854 New
PAS
86
Partnervest Advisory Services
California
$951K 23,484 +3,713 +19%
AF
87
Allworth Financial
California
$914K 22,579 +14,675 +186%
KA
88
Klingman & Associates
New York
$902K 22,291 +22,291 New
RFC
89
Regions Financial Corp
Alabama
$812K 20,057 +57 +0.3%
AWS
90
Aris Wealth Services
Pennsylvania
$701K 17,317 +2,494 +17%
HF
91
Hoxton Financial
West Virginia
$663K 16,388 +15,038 +1,114%
CIBC Asset Management
92
CIBC Asset Management
Ontario, Canada
$627K 15,500 -2,520 -14%
KA
93
Kovack Advisors
Florida
$618K 15,279 +15,279 New
AEPG
94
American Economic Planning Group
New Jersey
$561K 13,854 +1,868 +16%
CCFCSB
95
Cape Cod Five Cents Savings Bank
Massachusetts
$544K 13,445 +13,445 New
CNB
96
City National Bank
California
$482K 11,914 +11,914 New
M&T Bank
97
M&T Bank
New York
$476K 11,753 +206 +2%
Brown Advisory
98
Brown Advisory
Maryland
$436K 10,768 – –
Millennium Management
99
Millennium Management
New York
$424K 10,475 +10,475 New
WTC
100
WhitTier Trust Company
Nevada
$412K 10,177 +148 +1%
2 3
4
5 6